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Job Description Template

Banker Job Description Template

July 25, 2022


Dedicated and qualified employees are what makes a business successful. Let us help you find candidates that will make your business grow and shine. Use this FREE Banker Job Description Template to attract individuals suitable for this position.

It includes all the important information for the candidates, but you can customize it according to some of your specific criteria and requirements and make it more relatable.

Today’s contemporary and digital business world calls out for uniqueness.

Additionally, it has become crucial for business owners to keep track of data, metrics, and other information.

All of this, and many more awesome features and tools, are available with VIVAHR Software.

So, take a look at our hiring software and combine it with this job template for the best results! 🙂

What is a Banker?

Bankers, also known as Retail or Personal Bankers, are financial professionals and often the first ones clients encounter when they enter a bank.

They discuss clients’ financial needs and provide them with guidance and assistance throughout various banking processes.

Bankers are responsible for opening, optimizing, and closing bank accounts for clients and presenting financial products and services.

Related Job Titles for Bankers

The Top Banker Skills

Skill Why it's important
Customer Service Bankers have to be customer-oriented because they encounter and assist clients on a daily basis. First of all, they should make clients feel welcomed in the bank, understand their needs and requests, be professional and pleasant, and in the end provide the best assistance and support.
Communication Banking is no different when it comes to the importance of communication in the workplace. Bankers must learn how to form their thoughts clearly in order to convey important information to clients and coworkers. Bankers also need good communication skills when explaining and guiding clients through various banking processes.
Technical Skills Bankers perform and complete the majority of their daily duties on computers and other technical devices. Their knowledge of various specialized banking programs and software is crucial. Processing and entering data, conducting analyses, and finding information are all actions that Bankers perform using the technology.
Attention to Detail Sharp attention to detail helps Bankers prevent errors and mistakes in their work. Bankers need this skill when entering data and information where only one wrong digit can result in major financial problems. By demonstrating attention to detail, Bankers also prove they are trustworthy and professional employees.
Analytical Skills Bankers must possess a strong analytical mind and the ability to recognize and find data and information necessary for their job. They have to identify patterns and information in order to write financial reports and statements, as well as to share their findings with coworkers.

Banker Job Description Template (Free)

We are hiring a qualified and dedicated Banker to join our banking team. You will be responsible for a variety of duties during the day, including providing assistance and guidance to clients regarding opening, optimizing, and closing bank accounts and recommending and explaining bank products and services. You will also be in charge of overseeing transactions and processing payments, deposits, and withdrawals.

Your primary goal as a Banker is to provide a professional customer service experience to our clients and make them feel welcomed and pleasant. In order to become and remain successful as a Banker, along with great customer service skills, our ideal candidate should have amazing communication, analytical, and technical skills. Attention to detail and a friendly and attentive personality is also highly valuable.

Banker Duties & Responsibilities:

  • Discuss clients’ financial situation and needs and provide support and assistance
  • Present, recommend, and explain bank products and services
  • Sign in new clients and guide them throughout the onboarding process
  • Manage opening, optimizing, and closing accounts
  • Oversee transactions and process payments, deposits, and withdrawals
  • Approve and authorize loans and overdrafts
  • Identify and resolve client complaints and issues
  • Perform administrative and clerical duties, such as collecting and documenting information, entering data, etc.
  • Recruit and train new employees
  • Write reports and maintain financial and statistical records
  • Refer clients to other financial professionals if needed
  • Manage budgets and meet sales targets
  • Promote and present bank’s services to wider community
  • Build and maintain relevant contacts with clients and partners

Banker Requirements:

  • A Bachelor’s degree in finance, business, or accounting
  • Customer service and previous banking experience preferred
  • Strong knowledge of banking processes, practices, rules, and regulations
  • Understanding of current bank offerings, products, and services
  • Proficiency with banking software and MS Office
  • Excellent communication skills
  • Strong attention to detail
  • Customer service and negotiation skills
  • Analytical and technical skills

Sample Interview Questions for a Banker

Once you gather up all the received applications, you can use these sample interview questions for Banker. This section will take you through a variety of questions that can help you narrow down your choices and identify the best candidate for the job.

Personal
  1. How did you become interested in being a Banker?
  2. Where would you like to see yourself in the next few years?
  3. What were your career alternatives?
Human Resources
  1. How many years of experience do you have working as a Banker?
  2. Why do you want to work particularly in this bank?
  3. What are your salary expectations for the first 3 months?
Management
  1. What do you think are the most important qualities of a Banker?
  2. Have you ever had to recruit and train a new employee? How do you feel about it?
  3. Have you ever had to handle an angry client? How do you manage those situations?
Technical Skills and Knowledge
  1. What are the different types of loans banks commonly offer?
  2. What would you do if you realized you processed a transaction wrongly?
  3. What types of accounts and banking software have you worked with so far?

What are the Educational Requirements for a Banker?

Bankers mainly require a Bachelor’s degree in business, finance, accounting, or other finance-related fields.

Entry-level Bankers commonly get on-the-job training to learn about banking processes, services, and products.

Candidates with strong customer service, communication, and analytical skills are more likely to excel in this position.

How Much to Pay a Banker when Hiring

Bankers typically earn between $22,000 and $51,000 annually.

The median annual salary is around $41,054.

Hourly wages go from $11 to $25.

The median hourly pay for Bankers is approximately $20.

Percentile 10% 25% 50%
(Median)
75% 90%
Hourly Wage $11 $15 $20 $20 $25
Annual Wage $22,000 $31,500 $41,054 $42,500 $51,000

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Frequently Asked Questions about Bankers


What are the different types of Bankers?

Some of the most common banking positions are

What are the qualities of a successful Banker?

A successful Banker is able to build and maintain a trustworthy relationship with clients and provide professional and relevant support and assistance.

Therefore, Bankers must have excellent customer service and communication skills, as well as strong attention to detail, and technical and analytical skills.

How much do Bankers make per year?

The average annual salary for Bankers is around $41,054.

What are the other names for Bankers?

Bankers are also known as Retail Bankers, Personal Bankers, or Banking Advisors.

Similar Job Descriptions as Banker

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